Czech manufacturer TDZ Turn posted this hilarious public statement on their website. They were triggered because Yale researchers led by @JeffSonnenfeld included them into the list of Western companies continuing to operate in Russia.
TDZ Turn seem to be really scared. Why?🧵
We never operated in Russia directly. We do not have business contacts there. After annexation of Crimea we limited our operations to the minimum and (God forbid!) didn't work with sanctioned companies
Our conscience is clear. Unlike that of the American Yale University
Why is TDZ Turn so triggered? Well, because they helped to build the Russian nuclear arsenal. Russian ICBM and SLBM production is concentrated in Roskosmos megaholding or more specifically in its two sub-holdings:
JSC Krasnoyarsk Machine Building Plant (Krasmash) is the key manufacturer of missiles within the JSC Makeyev Design Bureau Structure. Basically it is *the* bottleneck in Russian liquid propellant ballistic missiles production, such as the SLBM Sineva or ICBM Sarmat
Russian administrative culture is anniversary-centric. Ridiculously obsessed with all kinds of anniversaries. Let's open a video on the👏84th👏anniversary👏of👏 the👏Krasmash👏broadcasted on a regional TV channel "Yenisey" in 2016.
On 3:00 you see this
This is a VLC 4000 ATC + C1 vertical lathe produced (who could've thought?) by the TDZ Turn company. Check out their brochure google.co.uk/url?sa=t&rct=j…
How could a Russian nuclear weapons delivery systems producing plant acquire a Czech machine? Trough the KR Prom (КР Пром) proxy company apparently. It looks like TDZ Turn deleted information about this partnership from their website by now. But I screenshoted it on June 27, 2022
Let's formulate our research hypothesis. It looks like the Russian KR Prom company acted as a proxy for TDZ Turn. Technological import for the Russian ICMB/SLBM producing plant seems to have been organised in the following way
TDZ Turn -> KR Prom -> Krasmash
Now let's check it
Let's check the KR Prom -> Krasmash connection first
Fortunately, we have a documental evidence. It is a protocol of the Krasmash procurement commission on purchase of spare parts for the metal-working machines from the KR Prom. January 29, 2018
Now let's check customs data to establish the TDZ Turn -> KR Prom connection
Voila, we see shipments of carousel lathe machining centres, CNC lathes, components for fixing the metal-cutting instruments. Starting in 2013 and finishing in 2019. Well after the annexation of Crimea
Interestingly enough, on June 27, 2022 when I did screenshoting, TDZ Turn openly recognised that main consumers of its machine tools are in Middle Europe and in Russia
In Russia = in Russian military industry. It consumes almost all of the industrial equipment in the country
According to Sergey Chemezov, CEO of the largest Russian defence megaholding Rostec, 84% of machine tools in Russia are consumed by the military industry. There are few other large consumers in Russia
Russian industrial equipment import almost fully goes for the military needs
This short article published in 2017 on a seemingly crappy website became a starting point for this research. NB: seemingly crappy websites may hide tons of valuable & uncensored data.
We won't stop here ofc, we'll go all the way down the rabbit hole
Actually I may have been unfair to Russian KR Prom calling it simply a TDZ Turn proxy. They're better than that
There is a major "domestic" Russian producer of machine tools ГРС Урал. Let's look up its ownership structure:
49% KR Prom (Russia)
51% TOS VARNSDORF (Czechia)
Let's return back to our 👏 Krasmash👏 84th👏 anniversary👏 video👏 .
2:29 The hell is this? This is the Czech-produced TOS Varnsdorf WRD 150 Q floor type horizontal boring machine. It is most probably imported
And yet, Krasmash could've potentially "import substitute" this kind of equipment, switching to "domestic production". Because Czech TOS Varnsdorf localised its production on ГРС Урал. So these Czech machines count as Russian for legal and statistics purposes
This raises some interesting questions. Wasn't Bloomberg too optimistic when it assessed Russian import dependency in machine tools at 70%? What do we even mean by Russian machine tools production? Does Russia even have it?
I'll guess we'll find out next time. The end of🧵
PS I think it's time to start giving cultural references to where I am taking my meme templates, etc. from
I think this guy from a Soviet cartoon "Caliph Stork" would perfectly represent TDZ Turn company and its values. Consider using him as your mascot
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No offence, but this is a completely imbecile, ignorant, ridiculous framing. I have no explanation for all this debate except for a complete & determined ignorance of the foreign policy making class, and their refusal to learn literally anything about the material world.
"Components" framing makes sense when we are discussing drones. Why? Because drones are literally made from the imported components. You buy like 90% of them in China, and may be you make like 10% domestically. For the most part, you just assemble what you bought in China.
Not the case with missiles. Most of what the missile consists of, including its most critical, hard to make parts is produced domestically. Why? Because you cannot buy it abroad. More often than not, you cannot buy it in China. You can only make it yourself, domestically.
Contrary to the popular opinion, Andrey Belousov's appointment as a Minister of Defense makes perfect sense. From the Kremlin's perspective, war is primarily about industry & economy. Now Belousov is the central economic & industrial thinker (and planner) in the Russian gov.
Born into a Soviet Brahmin economist family, Belousov is an exceedingly rare case of an academician making a successful career in the Russian gov. Even more noteworthy, he rose to the position of power through his academic work and publications.
This is unique, ultra rare.
Belousov's career track:
1976-1981 Moscow State University ("economic cybernetics"). Basically, economics, but with the heavy use of then new computers.
1981-1986 Central Economic Mathematical Institute
1986-2006 Instutute of Economic Forecasting
2006-2024 Government
If you want to imagine Russia, imagine a depressive, depopulating town. Now on the outskirts of a town, there is an outrageously over-equipped, overfunded strategic enterprise that has literally everything money can buy in the world. It feels like a spaceship from another planet
Strategic industry is extremely generously equipped. Western companies look scoundrels in comparison. That’s why I am so sceptical about the whole “corruption” narrative. Not that it’s wrong. It’s just that it is the perspective of a little, envious bitch.
What needs to be funded, will be funded. It will actually be overfunded and most literally drowned in money. Obviously, overfunding the strategic sector comes at the cost of underfunding almost everything else (like urban infrastructure). That’s why the town looks so grim.
We have successfully documented the entire Russian missiles industry, mapping 28 of its key enterprises. Read our first OSINT sample focusing on the Votkinsk Plant, a major producer of intercontinental ballistic missiles. How does it make weaponry?
The strategic missiles industry appears to be highly secretive and impenetrable to the observers. And yet, it is perfectly OSINTable, based on the publicly available sources. This investigation sample illustrates our approach and methodology (31 p.)
Our first and invaluable source is the state propaganda, such as the federal and regional TV channels, corporate media, social media and so on. It provides abundant visual evidence, particularly on the hardware used in the production of weaponry.
In August 1999, President Yeltsin appointed his FSB Chief Putin as the new Prime Minister. Same day, he named him as the official successor. Yet, there was a problem. To become a president, Putin had to go through elections which he could not win.
He was completely obscure.
Today, Putin is the top rank global celebrity. But in August 1999, nobody knew him. He was just an obscure official of Yeltsin's administration, made a PM by the arbitrary will of the sovereign. This noname clerk had like 2-3% of popular support
Soon, he was to face elections
By the time of Putin's appointment, Russia already had its most favoured candidate. It was Primakov. A former Yeltsin's Prime Minister who broke with Yeltsin to contest for power. The most popular politician in Russia with massive support both in masses and in the establishment.
In Russia, the supreme power has never ever changed as a result of elections. That simply never happened in history. Now that is because Russia is a (non hereditary) monarchy. Consequently, it doesn't have any elections. It has only acclamations of a sitting ruler
Obviously, there has been no elections of Putin in any meaningful sense. There have been only acclamations. And that is normal. His predecessor was successfully acclaimed with an approval rate of about 6%. Once you got the power, you will get your acclamation one way or another
Contrary to the popular opinion, Russia doesn't have any acclamation ("election") problem. It has a transition of power problem. Like Putin can get acclaimed again, and again, and again. But sooner or later, he dies. What next?